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Cassaday & Co Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Cassaday & Co Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$562K Buy
9,182
+100
+1% +$6.12K 0.01% 199
2025
Q1 		$425K Buy
+9,082
New +$425K 0.01% 214